Success Stories

At Folio3, we believe our success comes from our clients' success. We focus on putting our clients first and are proud to share stories that show our commitment to great service and results.

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Salesforce Customer Stories

Applying over 20 years of experience, we guide our clients through a complex technology landscape to arrive at simple, smart choices that we implement to the very highest standards.

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MajorKey

Technology connects people, enhances experiences, accelerates innovation and drives growth. But only harmonized technology delivers enterprise-wide value.

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An Independent Wealth Management Firm

Salesforce Financial Service Cloud Implementation Support for an independent wealth management firm located in Silicon Valley, California, USA.

A Global Medical Device Manufacturing Company

Salesforce CRM discovery project for a global Medical Device Manufacturing company that specializes in Neuromodulation, VNS, Neuroscience, and Bioelectronic Medicine.

Glass Flow

Glass Flow

An established glass, glazing, and door installation provider in California sought a more connected operational framework.